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Milestones

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financial markets, primarily fixed income, forex and derivatives

1993 - 1999

Started out as a research company focusing on financial markets, primarily fixed income, forex and derivatives.

Ventured into the software business to leverage the rich in-house domain expertise and to address the market need for standard software solutions in the space of treasury management

First treasury management software ‘iDEAL’ launched with Amex India as first customer

iDEAL positioned as an integrated front, middle and back office treasury solution covering the entire gamut of money market and capital market products.

Treasury automation software

2000 - 2005

iDEAL grows as a Treasury automation software with strong client base across public and private sector banks

iDEAL Funds - launched for Fund Management with Reliance Mutual Fund as its first customer.

RiskMark - industry standard risk management software for Value at Risk and market risk related capital adequacy monitoring released as an add on to iDEAL

MercuryFX - launched forex branch dealing software built completely on Instant Messaging Technology, bagged various commendations at the Technology Awards 2003 and at the Bank.Net International conference 2003.

insurance investment management solution

2005 - 2010

iDEAL Fund becomes the industry standard solution for insurance companies with multiple implementations.

MercuryFX rolled out across India’s largest networked premier bank, State Bank of India. Solution scaled to meet demand for direct customer dealing.

Initial forays in international markets leads to customers in Philippines and Nigeria. First Metro Investment Corporation signs up as the first customer in Philippines.

iDEAL Wealth launched to address wealth management and investor servicing requirements.

CashTrea launched as a solution to cater to non-banking treasuries including non-banking finance companies and large corporates.

wealth & asset managemnt software solution

2011 - 2017

iDEAL Wealth and Funds launched as a one stop solution for all investment management needs.

CashTrea becomes the preferred solution for non-banking finance companies and corporates. Kept pace with the changing landscape in the technological and digital environment. Started offering

iDEAL Wealth and Funds on cloud along with customer portal, robo-advisory and mobile apps. Increased global presence with new office premises in Manila, Dubai and Singapore.

Credence Analytics is Ranked Number 1 in IBS Sales League Table 2018

Our journey so far...

Credence Analytics - Wealth & Investment Management Software Solution Provider

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Clients

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Users

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Invested in R&D

$Bn
Assets Managed

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